Learning Track
This Help Article appears in the Free Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Free Users learning track. Get the most out of this learning track by starting at the beginning.
You’ve tried Smartsheet, you like it, and you’re ready to get a license so that you can take advantage of all of the features Smartsheet has to offer. What’s the easiest way to do this? One quick way to get a license for Smartsheet is to request one for an account that already exists at your organization. You’ll do this by contacting the System Admin for the account directly.
Depending on how the System Admins at your organization have configured Smartsheet, you may be able to make this request right from the Smartsheet application.
NOTE: If you are the System Admin, you have full control over whether this feature is available for the Smartsheet accounts you manage. For more information, see Information for System Admins later in this article.
If a Smartsheet System Admin at your organization has enabled Account Discovery, you’ll be able to add yourself to an existing account using either of the following methods:
Fill out the information in the request and click Send.
That’s it! You’ve done your part, your System Admin will do the rest. You’ll know you’ve been successful when you receive an email message stating that the System Admin would like to add you to the account.
Account Discovery makes it much easier for you to add people to your account and manage the users in your organization.
People at your organization who use Smartsheet as free collaborators, or who are trying it out, will have visibility into which Smartsheet accounts from your organization are available for them to join. They’ll easily be able to request a license from you, and you can approve with one click directly from your email.
In order to allow people at your organization to discover your account and request a license to it, you and your account must meet the following criteria:
With the Account Discovery feature enabled, you’ll likely start seeing requests from people at your organization asking to be added to your Smartsheet account. You’ll receive requests via email with text similar to the following: Please add me as a licensed user in the account name account.
Note that three email messages will be sent: one is sent immediately, one is sent after 48 hours, and one is sent 10 days after the request.
When you receive a message of this type, click Add to Account to go to the Account Administration form—from there, you’ll be able to grant a license to them and configure their account.
Pro plan users can not turn off account discovery.
If you enable this feature, make sure that your account name clearly reflects the department or group name that owns it. For example, if you are a Smartsheet SysAmin for an account used by the Marketing department at MBF Corp., an account name of MBF Marketing will help others in your organization better distinguish it from, say, the Accounting department at MBF Corp.
For information about how to update your Smartsheet account name, see Changing the Main Contact & Account Name.
If you receive requests from people who you believe should not be requesting access to your account, please contact our Support team.